Custom Invoice Templates for Businesses: Format, Design & Examples

Tallysolutions

Tally Solutions

Jun 2, 2026

30 second summary | A custom invoice template is a reusable document that captures all the transaction details a business needs, from seller and buyer information to GST breakdowns and payment terms. Getting the format right helps you stay GST-compliant, reduce payment disputes and project a professional image to clients.

A custom invoice template is a pre-built document that a business fills out for every sale, capturing the transaction details needed for payment collection, bookkeeping and Goods and Services Tax (GST) compliance. A well-designed business invoice template reduces back-and-forth with clients, supports timely payments and ensures you have the information required to file GST returns accurately. Here is what your template should include, how to structure it and what a complete custom invoice sample looks like in practice.

Why a standardised invoice format matters

Using the same custom invoice format for every transaction does more than save time. It creates a consistent record that accountants, clients and tax authorities can all read without confusion.

Under the GST framework in India, a tax invoice must contain specific fields before a registered buyer can claim input tax credit (ITC). A missing GSTIN or an incorrect place of supply on even one invoice can result in a rejected ITC claim for your customer, which damages the business relationship.

A standardised format also makes it easier to spot errors before an invoice goes out, reducing disputes and payment delays.

What are the core fields in a custom invoice format

Every business invoice template for India must include the fields below. The table also explains what to put in each field and why it matters.

Field

What to Include

Why It Matters

Invoice number

Unique sequential number

Audit trail and record-keeping

Invoice date

Date of issue

Determines payment due date

Seller details

Name, address, GSTIN

GST compliance requirement

Buyer details

Name, address, GSTIN (if registered)

Required for ITC claims

HSN/SAC code

Harmonised code per item

Mandatory under GST rules

Taxable value

Amount before GST

Basis for tax calculation

GST breakup

CGST, SGST, or IGST rate and amount

Statutory requirement

Total payable

Taxable value + total tax

Final amount due

Payment terms

Due date, bank details, UPI ID

Reduces payment delays

Place of supply

State code of delivery

Determines IGST vs CGST/SGST

How to design a custom invoice template

A clear layout makes invoices easier to read and pay. Keep these design principles in mind when building your custom invoice format.

  • Put your business name and logo at the top so the recipient immediately knows who sent it.
  • Group-related information: keep seller and buyer details in separate blocks rather than mixing them.
  • Use a table for line items so quantities, rates and tax amounts align in columns, reducing errors and making the document easier to scan.
  • Highlight the total payable amount in a slightly larger font or a shaded row so the client does not have to calculate.
  • Add a separate section for payment instructions, including bank account number, IFSC code and any UPI IDs, so the client has no reason to contact you just to pay.
  • Keep branding consistent: use your brand colours and font, but ensure sufficient contrast so the text is readable when printed.

Custom invoice sample: what a complete invoice looks like

Below is an example of how the fields come together in a custom invoice sample for a B2B services transaction between a Delhi-based seller and a buyer registered in Maharashtra. In this scenario, the supply is interstate, so Integrated Goods and Services Tax (IGST) applies instead of Central Goods and Services Tax (CGST) and State Goods and Services Tax (SGST).

Invoice Number

INV-2025-0047

Invoice Date

15 May 2025

Seller GSTIN

07AABCS1234A1Z5 (Delhi)

Buyer GSTIN

27AADCB1234M1Z8 (Maharashtra)

Service Description

Digital marketing services (SAC: 998361)

Taxable Value

₹50,000

IGST @ 18%

₹9,000

Total Payable

₹59,000

Place of Supply

Maharashtra (27)

Conclusion

A custom invoice template is not just a billing document. It is the record that supports your GST returns, your reconciliation process and your client relationships. Getting the format right from the start, covering all mandatory fields and organising information clearly, removes friction at every stage from dispatch to payment to tax filing. 

TallyPrime lets you create and customise invoice templates that include all required GST fields, auto-populate GSTIN and HSN codes and generate the document in the format the GST portal expects. 

FAQs

GST law prescribes which fields a tax invoice must contain (such as GSTIN, HSN/SAC codes and tax breakups), but it does not mandate a single template design. You can use any layout, printed or digital, as long as all required fields are present. The format becomes non-compliant only when mandatory fields are missing or incorrect.

A business with an annual turnover below ₹20 lakh (or ₹10 lakh in certain states) is generally not required to register for GST and can issue a simple invoice without GST fields. Once turnover crosses the threshold or the business voluntarily registers, tax invoices with full GST details become mandatory.

A tax invoice is issued by a GST-registered business when selling taxable goods or services and must include GSTIN, HSN/SAC codes and a GST breakup. A bill of supply is issued when selling exempt goods or services or by a taxpayer under the composition scheme; it does not include GST amounts because no tax is being charged.

Yes, invoices for export of goods or services can be denominated in a foreign currency. However, the GST return must report the taxable value in Indian rupees, converted at the exchange rate notified by the Central Board of Indirect Taxes and Customs (CBIC) for the date of supply.

An invoice with an incorrect GSTIN will not appear correctly in the buyer’s GSTR-2B, blocking their ITC claim. You will need to issue a credit note cancelling the original and a fresh corrected invoice. Repeated errors of this kind can attract scrutiny during a GST audit.

Published on June 2, 2026

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